Rockefeller Capital Management
HYDB icon

Rockefeller Capital Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Rockefeller Capital Management’s Portfolio HYDB Stock Details HYDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.27M Sell
27,149
-27
-0.1% -$1.26K ﹤0.01% 1578
2026
Q1 		$1.26M Sell
27,176
-3,830
-12% -$181K ﹤0.01% 1506
2025
Q4 		$1.47M Buy
31,006
+5,971
+24% +$283K ﹤0.01% 1379
2025
Q3 		$1.2M Buy
25,035
+9,977
+66% +$474K ﹤0.01% 1343
2025
Q2 		$715K Buy
+15,058
New +$699K ﹤0.01% 1442

Other funds holding HYDB

RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Rockefeller Capital Management's HYDB Position: Q2 2026 in Review

Rockefeller Capital Management reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 0.1% in Q2 2026, selling an estimated $1.26K and leaving 27,149 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Rockefeller Capital Management first reported a position in HYDB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.47M in Q4 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Rockefeller Capital Management held 27,149 shares of iShares High Yield Systematic Bond ETF worth $1.27M as of Q2 2026.
  • Rockefeller Capital Management sold 27 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $1.26K.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1578 holding.
  • Rockefeller Capital Management first reported a position in iShares High Yield Systematic Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Rockefeller Capital Management's iShares High Yield Systematic Bond ETF position peaked at $1.47M in Q4 2025.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.